Filed May 27, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,343 | $46,674+25.0% | $117,472-50.3% | $68,494-14.8% |
| Participation rate | 88.0% | 56.8%+31.2pp | 70.6%+17.4pp | 67.9%+20.1pp |
| Annual return | -12.85% | -14.52%+1.7pp | 29.74%-42.6pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,877 | $1,505+24.7% | $4,176-55.1% | $2,596-27.7% |
| Participant deferral / active EE | $7,506 | $2,636+184.7% | $4,070+84.4% | $4,027+86.4% |
| Admin fee / account holder | $4,806 | $4,020+19.6% | $5,645-14.9% | $5,403-11.0% |